Senior Wealth Advisor: Growth & Client Relationships

Columbia Bank; San Jose (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Columbia Bank is seeking a Senior Wealth Advisor to lead a large book of business across wealth management, financial planning, and asset management. This role involves developing client relationships, team collaboration, and driving growth while maintaining highest fiduciary standards.

Ideal candidates bring 5+ years in wealth management, strong communication skills, and a proven track record in client acquisition and retention, with occasional travel to regional branches.

Qualifications

• Bachelor’s degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required.
• 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
• Strong marketing and business development skills, keeping the best interest of the client in mind.
• Ability to develop and maintain rapport via phone, webinar, and in person.
• Strong product knowledge and problem-solving skills.
• Excellent verbal and written communications.
• Proactive, responsive, and motivated to be the best our industry has to offer a client.
• Occasional travel.

Responsabilités

• Build and maintain client-focused relationships.
• Achieve or exceed assigned production goals.
• Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education.
• Manage time and expenses for optimal productivity and results.
• Maintain ongoing client relationships to retain and develop business opportunities.
• Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.
• Achieve client satisfaction and loyalty through excellent service.
• Other responsibilities as assigned.
• Demonstrates compliance with all bank and broker/dealer regulations for assigned job function—kept up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

Connaissances

Marketing

Business development

Client rapport

Communication

Travel

Formation

Bachelor’s degree; CFA/CFP/CIMA/CWS/CEPA/AIF

Description du poste

Columbia Bank is seeking a Senior Wealth Advisor to lead a large book of business across wealth management, financial planning, and asset management. This role involves developing client relationships, team collaboration, and driving growth while maintaining highest fiduciary standards.

Ideal candidates bring 5+ years in wealth management, strong communication skills, and a proven track record in client acquisition and retention, with occasional travel to regional branches.